Hey! No Futzing With Your Estate Plan!

Great! You’ve completed your estate planning. We’ve helped you get things titled correctly and your beneficiaries established. What advice do we have for you now? No futzing. Please. We see it all the time. Clients focus on their estate planning and complete the documents. They get beneficiary designations completed. They get to take a deep breath and stop thinking about their estate planning for — well, at least for a few years, or until something changes in their lives. But instead, they listen to their neighbor, hairdresser, bank teller. Even their accountant and sometimes their financial advisor might tell them they need to change their beneficiary designations. Or they scribble on their estate planning documents late one evening, considering making changes. Hey! No futzing! Do you want to make changes? Please come back and see us. Yes, we will charge you for follow-up work. But that’s because we know what we’re doing, and how to get to where you want to go. We can help you. And we can get the big picture and how your changes would affect shares, tax liabilities, efficiency and probate avoidance. We’re actually better lawyers than all those advisors. We might not now how to file your tax returns, or what investments to change, or what hairstyle would look good on you. But we do know estate planning. And we want yours to be effective.